Private Client

Nobody likes to imagine a future without a loved one. It’s scary to think about and even harder to talk about, but our wills, trusts and probate lawyers can help ease some of the burden. We draft wills, set up trusts, advise in connection with the mitigation of tax liabilities and administer estates.

Group of Private Client lawyers

Meet the team

Our experience

As a top 50 UK law firm, we are one of the most respected legal firms in the country. We pride ourselves on delivering our legal advice at the highest standard and in a client friendly manner. Our team breaks down difficult to understand structures or complex situations to make them as easy as possible to understand.

Many members of our team hold the Society of Trust and Estate Practitioners qualification and are part of The Association of Lifetime Lawyers. Private family charitable trusts is a growing area of advice and we also help an increasing number of clients to manage international assets.

 

One of our private client team talking to a client in our Cardiff office

Our clients

We help people from all walks of life. Whether you have a simple estate with no inheritance tax implications, or a multimillion-pound estate with lots of complex requirements, we can make sure your wishes are fulfilled. Our expertise is international, so we can help wherever you are.

Managing the legal affairs of others can be complex. We have a specialist team who look after the legal requirements of vulnerable clients, including their capacity to instruct us to act for them.

Through our Wills at Work service, we help companies to remove the complications of will and lasting power of attorney drafting for their staff, providing the employee and the employer with the confidence that their future is planned and considered.

 

Read the fourth edition of our Nexus magazine

Nexus – Protecting your wealth and your future

We understand that managing your legal and tax affairs can be complicated. Keeping yourself up to date with matters which might have an impact on your own circumstances is important and this is why we’ve created Nexus, our publication for private wealth clients.

Full of articles and insight on wealth protection and planning, Nexus focuses on key issues affecting private individuals with more complex wealth matters.

 

Nexus – Edition four

Our Private Wealth sector

Clients who have built a significant assets base may face a complex legal and tax landscape. Our experts, who cover a range of legal disciplines, are on hand to provide specialist legal guidance and support to help individuals, their families, trustees and family offices.

Services from our Private Wealth team

Recognition of our work

Investors in People

Investors in People

Legal 500 2026 – Top Tier Firm

Legal 500 2026 – Top Tier Firm

Hear what our clients say about us

Beth and Leanne‘s thorough understanding of the legal intricacies and their strategic approach ensured that we were always well-informed and confident throughout the entire process. They were not only our legal representatives but also our pillars of support during this challenging time. Their compassionate and empathetic nature made us feel heard and valued, and their relentless pursuit of justice on our behalf was truly commendable. Thanks to their hard work and perseverance, we can now move forward with peace of mind and financial security. I wholeheartedly recommend Beth and Leanne to anyone in need of exceptional legal representation. They are truly outstanding professionals who go above and beyond for their clients.

Client testimonial Probate dispute

In all my dealings with Sean, I have found him to be exceptionally accurate, detailed and comprehensive with any advice. He is always clear and concise with his advice which is cogent and convincing. He is invariably extremely courteous and inspires complete confidence. He is also a very personable, enthusiastic, and approachable individual.

In summary, I can wholeheartedly recommend Sean Boucher to deal with all relevant legal issues.

Sean Boucher Private client

Harriet has been extremely professional and we are very happy with the service provided.

Client testimonial Private client

Harriet was excellent in her support and professionalism. If I have any problems or things I am not sure on I feel confident in asking Harriet for her honest and clear advice.

Client testimonial Private client

I am currently instructing Kerri Woodrow in an estate where I am one of the executors. I have known Kerri for many years and know her to have excellent knowledge of the issues involved. In addition, Kerri offers very practical advice and has quickly established an excellent working relationship with my co-executor and myself.

Client testimonial Legal 500 2026

Sally Robinson delivers a good client service and is also pragmatic with a technically strong understanding of the law.

Client testimonial Legal 500 2026

The team at Harrison Clark Rickerby naturally and usually delivers above expectations. Having used HCR for a number of years, delivering above expectations should be a tall order, but it seems to me to happen every time. They are skilled at understanding your questions and exploring the depth of the question and your concerns. The advice is clear, concise and full of depth.

Client testimonial Legal 500 2026

Tom Murphy-Kirkhope ensures he understands your aims, interprets them, meets to reinforce that both parties are working on the same page and then delivers. He has an able team who supports this process and who ensure support is never far away.

Client testimonial Legal 500 2026

Claire Pottinger continues to exceed expectations with her knowledge, industry expertise, specialist insights and efficiency. Her diplomacy in a sometimes difficult situation has been exemplary. I don’t know how we would have got through this long and laborious process without her assistance.

Client testimonial Legal 500 2026

Thank you so much for your help with this matter and for being so considerate in maximising time and minimising costs, it’s greatly appreciated. I know these situations can be tricky and ever-evolving from one day to the next, so your thoughtfulness and efforts to keep things efficient really mean a lot.

Client testimonial

Harriet was very helpful, kind, polite, extremely understanding of my wishes, very easy to speak to and therefore my needs and wishes were met.

Client testimonial Private Client

The team…handles a significant amount of agricultural succession planning work, an area that Carmarthen-based partner, Sean Boucher, is particularly skilled.

Legal 500

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